FactSet Research Systems Inc. $FDS Stock: Everett Harris & Co. CA Increases Holdings

Posted by Brian Himes on Oct 30th, 2026

Everett Harris & Co. CA increased its stake in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 1.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 162,352 shares of the business services provider’s stock after buying an additional 1,760 shares during the quarter. FactSet Research Systems comprises about 0.5% of Everett Harris & Co. CA’s holdings, making the stock its 27th largest position. Everett Harris & Co. CA owned approximately 0.46% of FactSet Research Systems worth $43,827,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the stock. USA Financial Formulas purchased a new stake in FactSet Research Systems during the 3rd quarter valued at approximately $38,000. Parkside Financial Bank & Trust grew its stake in shares of FactSet Research Systems by 31.2% in the 2nd quarter. Parkside Financial Bank & Trust now owns 181 shares of the business services provider’s stock valued at $42,000 after purchasing an additional 43 shares during the last quarter. State of Wyoming purchased a new position in shares of FactSet Research Systems in the 1st quarter valued at approximately $51,000. CX Institutional grew its stake in shares of FactSet Research Systems by 75.7% in the 2nd quarter. CX Institutional now owns 239 shares of the business services provider’s stock valued at $55,000 after purchasing an additional 103 shares during the last quarter. Finally, Danske Bank A S acquired a new position in shares of FactSet Research Systems in the second quarter valued at approximately $64,000. Institutional investors and hedge funds own 91.24% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on FDS. Barclays boosted their price target on shares of FactSet Research Systems from $216.00 to $250.00 and gave the stock an “underweight” rating in a research note on Tuesday, September 8th. Weiss Ratings raised FactSet Research Systems from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, October 23rd. BMO Capital Markets lifted their price target on shares of FactSet Research Systems from $300.00 to $314.00 and gave the stock a “market perform” rating in a report on Tuesday, October 13th. Morgan Stanley boosted their price target on FactSet Research Systems from $230.00 to $300.00 and gave the company an “equal weight” rating in a report on Thursday, September 10th. Finally, William Blair raised FactSet Research Systems from a “market perform” rating to an “outperform” rating in a research note on Tuesday, September 8th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, ten have assigned a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat, FactSet Research Systems presently has an average rating of “Reduce” and a consensus price target of $271.79.

Get Our Latest Research Report on FDS

FactSet Research Systems Trading Up 2.2%

Shares of FDS opened at $319.52 on Friday. The stock’s 50-day moving average is $291.89 and its two-hundred day moving average is $250.86. The stock has a market cap of $11.27 billion, a PE ratio of 21.94, a P/E/G ratio of 1.75 and a beta of 0.77. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.60 and a quick ratio of 0.60. FactSet Research Systems Inc. has a 12 month low of $185.00 and a 12 month high of $339.83.

FactSet Research Systems (NYSE:FDS – Get Free Report) last issued its quarterly earnings data on Wednesday, September 30th. The business services provider reported $4.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.35 by $0.17. The company had revenue of $634.70 million during the quarter, compared to the consensus estimate of $629.83 million. FactSet Research Systems had a net margin of 21.54% and a return on equity of 31.66%. FactSet Research Systems’s revenue for the quarter was up 6.3% on a year-over-year basis. During the same quarter last year, the company earned $4.05 earnings per share. FactSet Research Systems has set its FY 2027 guidance at 19.250-19.650 EPS. Equities analysts forecast that FactSet Research Systems Inc. will post 19.63 earnings per share for the current fiscal year.

FactSet Research Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 17th. Shareholders of record on Monday, August 31st were paid a dividend of $1.16 per share. This represents a $4.64 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Monday, August 31st. FactSet Research Systems’s dividend payout ratio (DPR) is 31.87%.

FactSet Research Systems Profile

(Free Report)

FactSet Research Systems Inc provides financial data, analytics and workflow technology to investment professionals and financial institutions. Its platform brings together market, company, economic and alternative data with tools for research, portfolio analysis, risk management, trading, performance measurement and reporting.

The company serves asset managers, wealth managers, investment banks, private-equity firms, corporations and other financial professionals. Its products support activities including equity and fixed-income research, portfolio construction, screening, client reporting, investment-banking analysis and environmental, social and governance research.